Comfortable leader
29 companies value 570 bn revenue 122 bn margin 15.0% free cash flow 22 bn avg. score 3.3
GEV holds 42.4% of the group's value, 1.6x the runner-up · ETN leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova United States · score 7.0 | 42% | 242 bn | 41 bn | 23.0% | 12 bn | 5.1% | 0.2% | Gas and wind turbines and power grid equipment · Global leader in gas turbines and power grid equipment | |
| 2 | ETN | Eaton Corporation Ireland/United States · score 5.8 | 27% | 152 bn | 30 bn | 12.8% | 3.9 bn | 2.6% | 1.1% | Power management and industrial components · Leader in power management; the biggest direct beneficiary of data center demand | |
| 3 | EMR | Emerson Electric United States · score 6.2 | 16% | 90 bn | 19 bn | 13.8% | 3.5 bn | 3.9% | 1.4% | Industrial automation, software and instrumentation · Leader in process automation; ~68 consecutive years of dividend increases | |
| 4 | HUBB | Hubbell United States · score 5.8 | 4% | 25 bn | 6.2 bn | 14.5% | 0.9 bn | 3.7% | 1.2% | Electrical equipment and solutions for utilities · Electrical grid components; benefiting from US infrastructure replacement | |
| 5 | GNRC | GENERAC HOLDINGS INC. United States · score 5.4 | 2% | 11 bn | 4.4 bn | 5.8% | 0.4 bn | 3.3% | — | Power generators and home energy technology · Wisconsin — revenue of $4.4bn | |
| 6 | FPS | Forgent Power Solutions, Inc. United States · score 2.4 | 2% | 9.6 bn | 1.4 bn | 5.8% | -0.0 bn | -0.1% | — | Power solutions, listed on the NYSE · California — revenue of $1.4bn | |
| 7 | AYI | ACUITY INC. (DE) United States · score 6.7 | 2% | 9.2 bn | 4.6 bn | 10.3% | 0.6 bn | 6.9% | 0.3% | Industrial lighting technology and building controls · Georgia — revenue of $4.6bn | |
| 8 | VMI | VALMONT INDUSTRIES INC United States · score 6.0 | 2% | 8.7 bn | 4.2 bn | 11.7% | 0.3 bn | 3.7% | 0.6% | Manufacturing of metal infrastructure and farm irrigation · Nebraska — revenue of $4.2bn | |
| 9 | POWL | POWELL INDUSTRIES INC United States · score 6.1 | 1% | 6.0 bn | 1.2 bn | 16.5% | 0.2 bn | 4.0% | 0.2% | Medium-voltage electrical equipment, since 1947 · Texas — revenue of $1.2bn | |
| 10 | SEI | Solaris Energy Infrastructure, Inc. United States · score 0.5 | 1% | 5.0 bn | 0.8 bn | 7.2% | -0.7 bn | -14.5% | 0.5% | Modular equipment for power generation and well completion · Texas — revenue of $762m | |
| 11 | ATKR | Atkore Inc. United States · score 2.1 | 1% | 3.2 bn | 2.9 bn | -5.5% | 0.1 bn | 1.8% | — | Conduit, cables and electrical systems for construction · Illinois — revenue of $2.9bn | |
| 12 | EROC | ERock, Inc. United States · score 4.9 | 0% | 2.0 bn | 0.2 bn | -36.4% | 0.4 bn | — | 19.7% | — | Design and installation of distributed generation and power resilience · Texas — revenue of $162m |
| 13 | PLPC | PREFORMED LINE PRODUCTS CO United States · score 5.3 | 0% | 1.8 bn | 0.7 bn | 5.8% | 0.0 bn | 2.0% | 0.2% | Products for overhead and underground power and telecom networks · Ohio — revenue of $740m | |
| 14 | ENR | ENERGIZER HOLDINGS, INC. United States · score 5.5 | 0% | 1.5 bn | 3.0 bn | 2.7% | 0.1 bn | 10.2% | 5.8% | Batteries, auto care and portable lighting · Missouri — revenue of $3bn | |
| 15 | AMSC | AMERICAN SUPERCONDUCTOR CORP /DE/ United States · score 5.7 | 0% | 1.2 bn | 0.3 bn | 42.6% | 0.0 bn | 1.6% | — | Electric power control solutions · Massachusetts — revenue of $321m | |
| 16 | BW | Babcock & Wilcox Enterprises, Inc. United States · score 0.0 | 0% | 0.7 bn | 0.8 bn | -2.2% | -0.1 bn | -8.6% | — | Energy and emissions control technologies, 160 years old · Ohio — revenue of $834m | |
| 17 | LYTS | LSI INDUSTRIES INC United States · score 4.8 | 0% | 0.7 bn | 0.7 bn | 3.3% | 0.0 bn | 5.4% | 0.9% | Non-residential lighting and retail displays · Ohio — revenue of $689m | |
| 18 | HYLN | Hyliion Holdings Corp. United States · score 0.0 | 0% | 0.6 bn | 0.0 bn | -564.3% | -0.1 bn | -9.9% | — | Stationary and mobile power generators · Texas — revenue of $9m | |
| 19 | ULBI | ULTRALIFE CORP United States · score 2.7 | 0% | 0.1 bn | 0.2 bn | -3.5% | 0.0 bn | 2.0% | — | Batteries and communication systems for government, defense and industry · New York — revenue of $187m | |
| 20 | BWEN | BROADWIND, INC. United States · score 2.3 | 0% | 0.1 bn | 0.2 bn | 3.2% | -0.0 bn | -14.0% | — | Precision manufacturing for power generation and infrastructure · Illinois — revenue of $171m | |
| 21 | SKYX | SKYX Platforms Corp. United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -34.3% | -0.0 bn | -12.5% | 0.8% | Ceiling outlets and plugs for quick light fixture installation · Florida — revenue of $96m | |
| 22 | CEPL | Capstone Energy Plus, Inc. United States · score 3.0 | 0% | 0.1 bn | 0.1 bn | 3.5% | 0.0 bn | 2.9% | — | Behind-the-meter clean energy for industry and data centers · California — revenue of $103m | |
| 23 | OESX | ORION ENERGY SYSTEMS, INC. United States · score 3.7 | 0% | 0.1 bn | 0.1 bn | 0.0% | 0.0 bn | 0.8% | — | LED lighting, IoT and EV charging infrastructure · Wisconsin — revenue of $92m | |
| 24 | PN | PN Smart Energy Ltd China · score 3.7 | 0% | 0.0 bn | 0.1 bn | -4.3% | 0.0 bn | 6.9% | 0.8% | Photovoltaic cables and connectors (PNTECH), planning to become an independent power producer · China — revenue of $63m | |
| 25 | RAYA | Erayak Power Solution Group Inc. China · score 0.0 | 0% | 0.0 bn | 0.0 bn | -6.2% | -0.0 bn | -14x | — | Inverters and portable power generators, from China · China — revenue of $26m | |
| 26 | EFOI | ENERGY FOCUS, INC/DE United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -23.4% | 0.0 bn | -9.7% | — | LED lighting for commercial and military maritime markets · Ohio — revenue of $6m | |
| 27 | CETY | Clean Energy Technologies, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -259.3% | -0.0 bn | -70.7% | — | Waste heat recovery and clean energy · California — revenue of $3m | |
| 28 | POLA | Polar Power, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -207.9% | 0.0 bn | -59.1% | — | DC generators and cooling systems for telecom · California — revenue of $5m | |
| 29 | ENGS | Energys Group Ltd United Kingdom · score 0.9 | — | — | 0.0 bn | -30.1% | 0.0 bn | — | — | — | Lighting and energy efficiency · United Kingdom — revenue of $9m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
- Industrial distribution (MRO) 16 companies
and 50 industries more
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.